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BankTree Personal Finance helps organize and manage your income and expenditure, putting you back in control of your money. BankTree Personal Finance allows you to record your income and expenditure, supports multiple currencies, record transfers between accounts, balance your accounts, and check cleared funds, scheduling payments, expenditures, transfers, with a handy payment reminder, investment management, including multiple data feeds, allowing you to keep your stock/share price history in the same place. BankTree Personal Finance allows you to allocate account transactions to different categories/sub-categories, set budgets for each category, Import/Export records from online banks and other sources including support for Microsoft Money and Quicken, with up to 13 reports that show your financial health and help you to budget better.

Our desktop personal finance software (Windows) packed with functionality and driven by ease of use. Users can easily manage their finances.

Setup cash or investment accounts, to which you can assign your bank details.
Support for multiple currencies.
Set opening balances and close accounts to help with your year end.
Subscribe to our banking service to download live transaction from your Bank, and have them automatically categorised.
Import your bank statement from your bank or other financial packages, Import from Microsoft Money or Quicken (OFX, QFX, QIF files), Export to Microsoft Excel.
All major UK Banks, and US Banks are supported. With support for over 2,500 financial institutions in 55 countries worldwide.
Manually key in your payment and receipt details, if you choose to do so.
Add income, expenditure, and transfers between accounts, split transactions between different categories and transfers.
Choose from the existing categories and payment types or add and amend your own. Merge details of existing categories, payees, payment types.
Choose from 10 reports, that show how you finances are doing. Add filters, grouping, currency and charting features.
Add scheduled payments, such as Income and expenditure, and transfers between accounts. Choosing to add to your account transactions immediately or at a later date.
Add investments, download up to date prices, and investment transactions such as dividends, stock and shares, record your share movements and share price history.
Reconcile your cash accounts against your statements.
Variety of helpful tools, including a loan and mortgage calculator.
Get BankTree Desktop Personal Finance Software, and manage multiple accounts.